Jean Pursley

Client Relationship Associate

Atlanta, Georgia

Jean is responsible for prospecting potential new clients and nurturing current client relationships in the Milledgeville and Macon area. She also assists client service on projects such as security litigation, proxy voting, and other items during high-volume times.
Before joining EP Wealth Advisors, for almost a decade Jean served in roles including Director of Central Georgia Markets and Client Service Manager at CornerCap. Her previous responsibilities in the financial services industry included more than half a decade of experience at Charles Schwab and an independent RIA firm in Atlanta. Jean holds a B.A. in English from Florida State University with a double minor in communications and business. She earned her Financial Planner Certificate from the University of Georgia and looks forward to completing the requirements for the CFP® (CERTIFIED FINANCIAL PLANNER™) professional designation.
The appeal of working in financial services captured Jean’s attention while still in college. Originally inspired to write for Investment News, she interned and then began working for the local Raymond James office in Tallahassee the summer before her senior year. It was there she learned the importance and value of financial advisors for families of all demographics. Inspired by her father’s advice that, “If your business relationships aren't personal ones, then you aren't doing it right,” Jean loves her industry—because even though some days it can be about the numbers, it is fundamentally relationship driven.
Along with swimming and playing soccer, one of Jean’s favorite activities is coaching her oldest daughter's rec soccer team. She helps run the rec soccer league in Milledgeville and loves watching the excitement of the children on the field.